CCAR

Company Office Transfer

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In the event that one company acquires another, we must create a new office and transfer all agents, listings, and contacts to the new office.

 

IMPORTANT check DRE to verify the new DBA or that we have received a copy of the acceptance of the new DBA also, check that the Broker is a member with CCAR; if not, provide them with a membership application!

To Enter a New Office into Rapattoni:

  • Go to office search and press Enter this will bring up a complete list of offices.
  • To create a new office record press F4.
  • Press Ctrl+A to assign an office number.
  • Create an MLS ID. (example: Keller Williams Walnut Creek is KELW)
  • Establish what type of office this is (Realtor Office, MLS only)
  • Assign the Broker to the office

Transferring Agents to the new Office:

  • Gather list of agents/assistants to be transferred
  • Perform an office change for each agent/assistant in Rap.
  • In Paragon, go to the agent profile ensure that all new office info is correct
  • Click on TRANSFER.
    • Check the “Transfer All Listings…” box
    • Click “Yes” to transfer contacts, CMAs, and saved searches.
    • Type the agent’s name into each textbox.
    • Click on TRANSFER
    • Wait for Paragon to process the transfer (this may take a few minutes) DO NOT CLOSE WINDOW until transfer is complete

       

       

                 

           

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